Adrienne L Stark
Investment adviser representative at Boldin Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Adrienne L Stark? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Boldin AdvisorsSep 2026 to now
- Newretirement Advisors LLC d/b/a Boldin AdvisorsAug 2026 to now
- Facet WealthMar 2026 to Jul 2026
- Missionsquare Retirement (fka Icma-rc Services, LLC)Nov 2020 to Mar 2026
- Fidelity InvestmentsMay 2019 to Nov 2020
- TIAA-CREFApr 2013 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Boldin Advisors
Legal name: Newretirement Advisors, LLC
$0Assets managed
821Clients
13Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4824157
- Firm CRD
- 294881